LWP
NVTA

Lumature Wealth Partners’s Invitae Corporation NVTA Stock Holding History

Lumature Wealth Partners’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300
Closed -$5K – 433
2021
Q4 		$5K Hold
300
– – ﹤0.01% 372
2021
Q3 		$9K Buy
+300
New +$8.79K ﹤0.01% 339

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lumature Wealth Partners's NVTA Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Invitae Corporation (NVTA) in Q1 2022, closing a stake of 300 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in NVTA in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 316 funds tracked by Wall St. Rank hold NVTA as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Invitae Corporation position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 300 Invitae Corporation shares in Q1 2022, an estimated $5K.
  • Lumature Wealth Partners first reported a position in Invitae Corporation in Q3 2021 and held it in 2 quarters.
  • Lumature Wealth Partners's Invitae Corporation position peaked at $9K in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.